Cfs Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 4,968 shares of VIG stock, worth $904,921. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,968
Previous 4,803
3.44%
Holding current value
$904,921
Previous $951,000
2.31%
% of portfolio
0.09%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,494Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio